Help your sales teams track changes to opportunity splits, opportunity product splits, and opportunity teams by enabling Audit History.
| Available in: Lightning Experience |
| Available in: Performance and Developer Editions and Enterprise and Unlimited Editions with the Sales |
| User Permissions Needed | |
|---|---|
| To enable Audit History: | Modify All Data |
Before you set up Audit History, make sure opportunity splits and opportunity teams are enabled. Field History Tracking provides the logs for records created and deleted, and is enabled by default.
- To include updates to splits and team members, select the fields you want to track in Field History Tracking. In Object Manager, go to Fields & Relationships in Opportunity Team, Opportunity Split, and Opportunity Product Split and select Set History Tracking. Select your fields and save.
- To show Audit History on your opportunity record page so that your sales team can view changes, create an Audit History tab in Lightning App Builder.
- Then add the Audit History component to your Audit History tab.
- Considerations for Managing Audit History
Learn how changes to opportunity splits, opportunity product splits, and opportunity team members are logged and shown in Audit History.